Featured Benefits
Increase efficiency and leverage end-to-end operations on a secure platform that helps you do more with less. Find out why so many agents love AgentaHub.
- Centralized Workflow
- Modern CRM
- Reclaim Brain Power
- Accountability + Transparency
Plan Recommendation Engine
Find the plans that cover a client's doctors and has the lowest drug costs.
Using client information collected by a simple and intuitive form, Agentahub’s Plan Recommendation Engine uses a powerful algorithm to match and rank clients with the right Medicare plan.
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Carefully crafted Features
No need for countless spreadsheets, connecting various systems, and misplaced information around customers and their plans. AgentaHub brings everything together into one platform making it easy to track deals from start to finish.
- Plan Recommendation Engine
- Online Collection Forms
- Agent Dashboard
- Kanban/Card View Pipeline
- Task and Activity Tracking
- Insights and Reporting
Gain Insights
AgentaHub is a Centralized Hub that provides one source of truth for all your Medicare Customers and Prospects.
- Step 1
- Import Your Custom Information
- Step 2
- Keep Track of All Your Relationships
- Step 3
- Collect Customer Information and Recommend Plans
- Step 4
- Stay Up-to-Date on Your Business Using Our Best Practice Reporting and Key Performance Metrics
Secure and Private
AgentaHub prioritizes the security and privacy of our valued users and their sensitive information. We understand that trust is paramount when it comes to handling personal data, and we are committed to implementing robust security measures to safeguard our platform.
With the ever-evolving digital landscape, we continuously invest in security technologies and adhere to industry best practices to provide a safe environment for Medicare Agents. Our stringent security protocols, including data encryption, regular vulnerability assessments, and strict access controls, ensure that your information remains confidential, protected, and inaccessible to unauthorized individuals. Rest assured, we make security a top priority, allowing you to focus on what truly matters – delivering exceptional service to your clients with peace of mind.
Start Your Subscription Today
Sign up today to start transforming your business. AgentaHub deliver features that help you close new business faster and leaving you with more time to engage with customers.